Austin, Calvert & Flavin cozies up to Waddell & Reed

ACF is sending clients who need comprehensive financial planning David Ballard, a certified financial planner and chartered financial consultant who has been with Waddell & Reed since 1991.

ACF will not be compensated for any advice provided by the Trinity University graduate.

“We are pleased to tap the deep resources of our financial services organization and make these planning services available for the first time to our clients,” Sarah Calvert Doerr, chief executive officer of the 26-year-old investment management firm, said in a release. “We have wanted to be able to be responsive to the increasing number of requests in the past few years from our clients for more comprehensive planning services than we have been able to offer in the past.”